-22.7%
FND vs PLTU
-47.3%
+24.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.2% | -4.3% |
| 7D | -5.1% | +21.9% | -27.0% | -6.2% |
| 30D | +9.2% | -35.3% | +44.5% | +11.4% |
| 3M | -17.7% | -7.7% | -10.0% | -18.0% |
| 6M | +2.5% | +24.2% | -21.8% | -0.8% |
| YTD | -19.8% | -37.5% | +17.7% | -20.5% |
| 1Y | -22.7% | -43.6% | +20.9% | -22.7% |
| All | -22.7% | -47.3% | +24.6% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling